I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism I offer.
"I have known Werner for about 10 years now. He has helped me and my wife with our financial plan. I trust his judgement and expertise. He is friendly, personable and a pleasure to work with. I would recommend him to anyone who is looking for a comprehensive review of their financial situation."
"Werner has helped me with my retirement and estate planning. He has provided insight into the financial markets and provided guidance on where to invest. I have found him to be very helpful and enjoy working with him and referring him to others. I would recommend him to anyone looking for help with investments and insurance. Give him 20 minutes of your time and I am sure you will learn a lot."
Certified Nutritional Practitioner Optimal Health & Wellness "I would recommend Werner as a financial security advisor and investment representative. He has helped me with my savings, retirement planning and securing a mortgage for our home. When I have a concern, he is happy to provide assistance by giving me options to consider to help me make an informed decision. I have found him to be professional, respectful, and sincere in his approach and would recommend him to anyone looking for help with planning their financial future. He also has a great sense of humor!"
"I would like to recommend Werner as a financial security advisor/investment representative. He has helped me with my retirement planning and has provided me with strategies towards reaching my financial goals. He also provided very helpful advice on another matter my family was dealing with. I have found him to be professional, respectful, and genuine in his approach and would recommend him to anyone looking for help with planning their financial future."
"Warner listened to the needs and supplied answers needed in a timely manner. Appreciate his work and knowledge."
"Werner has helped our company with managing our group benefit plan and providing Key Person life insurance as well as personally helping me start a Tax Free Savings Account. I find Werner flexible, knowledgeable, and has demonstrated a high degree of professionalism. He quickly replies to all of our requests and is eager to provide us with different options to consider. I highly recommend Werner as a financial security advisor for helping companies with their financial planning."
"Werner is a conscientious and informed professional. I know he makes his client’s life and goals a high priority. I am confident that you will be personally advantaged by his strategic advice and product knowledge."
"My wife and I would highly recommend Werner for your financial needs. He is very personable, knowledgeable and has lots of integrity. We were very happy with the service Werner has provided for us in the insurance industry."
"I would like to recommend Werner as a financial security advisor. He has helped me with my retirement planning and has provided me with strategies towards reaching my families’ future dreams and goals. I have found him to be professional, respectful, and genuine in his approach and would recommend him to anyone looking for help with planning their financial future."
"Werner helped me secure life insurance, and has consistently followed up with me to ensure my needs are being covered. I was impressed with his dedication and persistence."
"I have worked with Werner for a few years now. I trust his judgement and expertise with the policies and accounts I have in place. He is friendly, polite and very easy to communicate with. I recommend working with Werner for all of your financial needs!"
"I have dealt with numerous Financial Guys over the years and have found Werner to be the best. The most important aspect of his services for me personally is that he listens to what you as the client is asking for. He will present all the options, explains the pros and cons to each of these, and is diligent enough to make sure you have all the information prior and after you have made your decisions. We're the little guy in the investment world, yet he spends the same quality time with us as he does with all his clients. If your looking for someone who you can trust, who listens and who actively works for your best interest Werner is the advisor for you..."